Plan5500

Ameritrust 401(K) Profit Sharing Plan — Form 5500 plan (Meadowbrook, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ameritrust 401(K) Profit Sharing Plan is a benefit plan reported by Meadowbrook, Inc. under EIN 38-1798156 and plan number 001. The latest loaded filing year is 2023. The filing reports 978 participants and $96,526,425 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meadowbrook, Inc.
EIN
38-1798156
Plan number
001
Plan type
2
Location
Southfield, MI
Latest filing year
2023
Participants
978
End-of-year plan assets
$96,526,425

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023978H, C20251023093253NAL0002033729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$96,526,425
Net assets (EOY)
$96,526,425
Net assets (BOY)
$86,916,921

Income & contributions

Employer contributions
$1,718,206
Participant contributions
$5,669,059
Total contributions
$7,749,778
Total income / additions
$19,879,146

Expenses & distributions

Benefits paid
$10,076,211
Administrative expenses
$193,431
Total expenses
$10,269,642
Net increase / (decrease)
$9,609,504

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$110,458$4,6082023
Ubs Financial Services, Inc.NONE$96,473not reported in the loaded dataset2023

Related Form 5500 pages